AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.51M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
WMB icon
Williams Companies
WMB
+$1.25M

Top Sells

1
+$8.88M
2
+$4M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M
5
AMD icon
Advanced Micro Devices
AMD
+$2.74M

Sector Composition

1 Technology 19.09%
2 Financials 14.97%
3 Healthcare 13.79%
4 Consumer Discretionary 10.56%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.45M 0.04%
39,776
-150
502
$1.44M 0.04%
1,578
-50
503
$1.44M 0.04%
13,261
-8,617
504
$1.43M 0.04%
4,450
-2,818
505
$1.43M 0.04%
44,112
-1,074
506
$1.43M 0.04%
35,383
-134
507
$1.43M 0.04%
14,262
-324
508
$1.43M 0.04%
13,893
-321
509
$1.42M 0.04%
11,681
-256
510
$1.42M 0.04%
9,515
-4,883
511
$1.4M 0.03%
238,544
-2,612
512
$1.4M 0.03%
34,168
-822
513
$1.4M 0.03%
8,308
-5,215
514
$1.39M 0.03%
9,625
-237
515
$1.39M 0.03%
82,960
-963
516
$1.39M 0.03%
19,364
-44
517
$1.39M 0.03%
38,597
-189
518
$1.39M 0.03%
8,574
-5,892
519
$1.38M 0.03%
30,776
+147
520
$1.38M 0.03%
7,791
-5,089
521
$1.38M 0.03%
32,201
-5,458
522
$1.38M 0.03%
15,194
-7,760
523
$1.37M 0.03%
7,837
-188
524
$1.37M 0.03%
56,892
-1,277
525
$1.37M 0.03%
13,687
-501
19 20
21
22 23